7 Last-Minute Moves To Save On Your Taxes For 2021
With Tax Laws in Flux: What Should You Do Now?
Proposed Changes To Tax Laws That Will Impact Estate Planning—Part 1
3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
6 Ways The American Rescue Plan Can Boost Your Family’s Finances—Part 2
6 Ways The American Rescue Plan Can Boost Your Family’s Finances – Part 1
7 Ways To Save Big Money On Your 2020 Taxes—Part 2
7 Ways To Save Big Money On Your 2020 Taxes—Part 1
Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2
Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 1
Save Money On Your Taxes
Donate to a Charitable Remainder Trust For Tax and Income Benefits
If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a lifetime income stream for yourself…
How Will the New Tax Law Affect Your Family?
President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the federal tax code. However, the vast majority of the most dramatic changes…
New Bill is Potential Game Changer for Your Family’s Tax Strategy
UPDATE: The new tax bill has been signed into law, so for information on the bill’s final provisions and how they might affect you, refer to the article posted on 2/9/18. If you follow the mainstream or social media news,…
Pay For a Loved One’s Education With an Education Trust Fund
Today’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It can be challenging enough to put aside sufficient savings for a single child’s education, but for multiple kids, the price tag can make…
Tax Benefits of Buying a Second Home
Buying a second home can provide you with a place to relax, unwind, and escape from it all. It can also provide you with substantial savings if you take advantage of these tax benefits of buying a second home. Mortgage…
Tax Lessons to be Learned from Celebrity Estate Plans
A celebrity’s image and likeness can continue to produce considerable income after death. This type of intellectual property is considered part of your estate, and the IRS can tax its value. In the case of pop star Michael Jackson’s estate,…
Recently Divorced? Here’s Why You Should Put Aside Your Differences Come Tax Season
Divorce can wreak havoc on your finances. But what many divorced couples don’t realize is that they can expect to face recurring financial challenges during tax season for years after the divorce is finalized. While divorce is often adversarial, leaving…
Think Your 401(k) Is Flexible? 6 IRA Benefits Your 401(k) Doesn’t Have
When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a 401(k). IRAs aren’t right for everyone, so you should become familiar with the advantages IRAs have…
Estate Taxes in Trump’s America
Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his intention to repeal the estate tax. For some people, this will be a considerable change with significant repercussions. But, because more changes…
Alert: If This Language Is In Your Trust, Your Spouse Could Be Screwed Over When You Die … Check Your Plan Today!
If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back in the day, when the estate…
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